Overview
Sharon is an experienced financial services professional with over 25 years of experience across banking and financial planning. Beginning her career in banking, she quickly progressed into roles supporting management and financial planners, building a strong foundation in client service, financial administration, and operational support.
Sharon has developed extensive experience across pensions, investments, wealth management, and retirement planning. Working closely with a team of Financial Planners, she supports clients throughout the full lifecycle of a case, from preparation and implementation through to ongoing servicing.
She is recognised for her attention to detail, broad industry knowledge, and collaborative approach, helping to ensure a seamless experience for both clients and colleagues
